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7/12
07:53
Svmuu News: According to GMGN data, TCC surged by over 100% in a short period and currently has a market capitalization of $7.67 million, while CZ surged by over 250% in a short period and currently has a market capitalization of $29.75 million.
In a previous report, the CZ donation address burned 700 million CZ and 400 million TCC.
07:47
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X, stating that a new type of “bearish tactic” has recently emerged in the market targeting tech companies with trillion-dollar market caps—such as NVIDIA and TSMC. Some analysts deliberately exaggerate issues related to specific technologies or supply chain links to conclude that the entire project will be delayed or even suffer business setbacks.Such tactics often place companies in a dilemma: if they choose not to respond, the comments may negatively impact stock prices and market sentiment; if they step forward to clarify, they find it difficult to disclose too many details, as supply chain information typically involves trade secrets, and external doubts may not necessarily dissipate as a result.
Serenity added that, given the current social media landscape and traffic-driven incentive mechanisms, this model—which gains attention by manufacturing controversy and amplifying isolated issues—is being replicated by an increasing number of people, and its long-term trend warrants the market’s vigilance.
07:36
Svmuu News: According to on-chain analyst Ai, 5 minutes ago, CZ’s donation address (0x288... 307) transferred 700 million CZ and 400 million TCC to a blackhole address; both tokens have since seen varying degrees of price increases following the burn.
07:33
Svmuu News: BTC is approaching the lower support line of the long-standing power-law price model, at approximately $58,000, indicating that it is nearing its historical accumulation range. Bitcoin’s relative undervaluation compared to its trend line and relative to gold has fallen to levels last seen during the 2018 and 2022 lows, but Jurrien Timmer of Fidelity has not yet declared that it has bottomed out.
Timmer expects that, in the absence of liquidity catalysts, Bitcoin may consolidate near support levels for several months, noting that speculative capital has rotated from Bitcoin to gold and is currently flowing into semiconductor stocks. (CoinDesk).
07:32
Svmuu News: According to Iran’s Tasnim News Agency, Iranian military spokesman Akramian said Sunday that, under the Islamabad Memorandum of Understanding, responsibility for managing maritime traffic in the Strait of Hormuz lies with Iran.
He said that the United States’ attempt to impose an unauthorized shipping lane in the southern part of the Strait of Hormuz violates its commitments under the Islamabad Memorandum of Understanding. He noted that Washington has a long history of failing to fulfill its international commitments, and that the same issue exists in the current understanding reached between the U.S. and Iran.
Akraminia added that Iran is taking a peaceful and cooperative approach by working with Oman to develop joint navigation arrangements for strategic waterways. He stated that U.S. interference undermines regional security and urged Washington to abide by the memorandum, respect regional stability, and take into account the interests of regional countries.
Akbarinia also warned that every time the U.S. attacks Iranian islands, coastal areas, or facilities, it receives a resolute response, and Saturday night’s U.S. operation was immediately met with retaliation. He further stated that the Iranian Armed Forces have continuously strengthened their combat readiness both before and after the ceasefire, using the ceasefire period to enhance their military capabilities while constantly updating their operational plans to respond to various scenarios. He concluded by warning the United States to cease its destabilizing interventions in the region. (Jin Shi)
07:30
1. Two hackers spent a combined total of 11.718 million DAI today to purchase 6,454.7 ETH;
2. Survey: The probability of a U.S. recession has dropped to 25%, down from 33% in April;
3. Serenity: Institutions are beginning to reevaluate the humanoid robot business; China’s total production capacity may reach 100,000 units by year-end;
4. A certain address profited $14,400 from trading CASHCAT over six days, with a return of 1,211.4%;
5. The Bitcoin Mining AI Infrastructure Index fell 16% over the past month, with executives at TeraWulf and other companies selling off shares;
6. Iran claims to “control and maintain” the Strait of Hormuz “by force”;
7. Polymarket’s revenue exceeded $11 million this week, setting a new all-time high;
8. Coinbase Bitcoin The premium index has remained in negative territory for 55 consecutive days, setting a new record for the longest streak.
06:39
Svmuu News: According to on-chain analyst Ai, a certain address purchased $1,190 worth of CASHCAT on Robinhood Chain six days ago at $0.00664, and sold the entire position 8 hours ago at $0.17585, ultimately realizing a profit of $14,400, for a return of 1,211.4%.
06:35
Svmuu News: The TEM AI Infrastructure Growth Index fell 16% over the past month. Beowulf E&D Holdings, managed by TeraWulf Chairman and CEO Paul Prager, sold 275,000 shares of TeraWulf stock on June 29 at an average price of $26.596, generating total proceeds of approximately $7.3 million; Since late March, Prager and the entities he manages have collectively sold approximately 1.59 million shares of TeraWulf stock, generating total proceeds of approximately $32.7 million. On July 6, TeraWulf announced a 20-year AI infrastructure lease agreement with Anthropic, which is expected to generate approximately $19 billion in contract revenue over the initial term and support approximately 401 megawatts of critical IT load. Cipher Digital CEO Tyler Page filed a notice on July 8 to sell 112,500 shares of CIFR stock, with a market value of approximately $2.38 million. Riot Platforms CEO Jason Les sold 175,000 shares in May, worth approximately $4.2 million, and sold 250,000 shares on June 22, with a market value of $7.03 million. Todd DuChene, Chief Legal and Administrative Officer of Core Scientific, filed a notice on July 6 to sell 140,000 shares, valued at $3 million. On June 30, the IREN board of directors approved the grant of 9,099,328 restricted stock units each to Co-CEOs William Roberts and Daniel Roberts. (Bitcoin.com News).
06:19
Svmuu News: “The White-Haired Stock Guru” Serenity posted on X, pointing out that the Boston Dynamics industry chain report released by IBK Research last month indicated that Boston Dynamics does not plan to achieve an annual production capacity of 30,000 units until 2028,while the combined production capacity of Chinese robotics manufacturers is projected to reach 100,000 units by the end of 2026, which may prompt institutions to begin reevaluating the valuation of the humanoid robotics sector.
In terms of the competitive landscape, the U.S. camp includes Tesla, Figure, Apptronik, and Agility Robotics, while Boston Dynamics is majority-owned by South Korea’s Hyundai Group; major Chinese manufacturers include Yushu Technology, Fuliye Intelligence, Zhiyuan Robotics, UBTech, and XPeng Robotics; and European companies include Neura, Pal Robotics, Wandercraft, and Oversonic.
In addition, IBK Research projects that Atlas shipments will reach 11,290 units in 2028, increasing to 20,000, 30,000, 40,000, and 50,000 units in 2029, 2030, 2031, and 2032, respectively.However, Serenity questions this linear growth model, arguing that the actual volume growth curve is more likely to follow an S-curve. It forecasts that shipments in 2028 could reach 15,000 to 20,000 units,rising to 40,000 to 70,000 units in 2029 and further increasing to 90,000 to 140,000 units in 2030.
06:09
Svmuu News: Sources reveal that NVIDIA has decided to temporarily abandon the use of TSMC COUPE technology.NVIDIA’s previous “Plan A” was based on TSMC COUPE’s co-packaged optical platform, utilizing 8-wavelength DWDM and approximately 50 to 64G NRZ modulation technology;The latest “Plan B” shifts to Tower Semiconductor’s silicon photonics platform, utilizing 16-wavelength DWDM and 200G/400G PAM4 modulation schemes.
05:36
Svmuu News: According to a Wall Street Journal survey, the probability of a U.S. recession has dropped to 25%, down from 33% in April. (Jin Shi)
05:36
Svmuu News: According to a Wall Street Journal survey, economists expect U.S. consumer price index (CPI) inflation to reach 3.4% this year, up from 3.2% in the April survey.
05:34
Svmuu News: Mercado Bitcoin announced the completion of a $20 million strategic growth funding round, with Tether. and SoftBank participating in the round. The company’s core business is financial services in Brazil, covering payment infrastructure, tokenized investment products, and on-chain capital markets. (Bitcoin.com News).
05:31
Svmuu News: According to Onchain Lens, 250.3 million WEN—worth approximately $2.3 million—have flowed into wallets associated with Peter Saddington. Thirteen wallets, having purchased WEN early on, transferred their entire WEN holdings to these associated wallets. This wallet currently holds 25.03% of the total WEN supply on RobinhoodCrypto. The entire cluster of addresses spent only about $3,268 worth of ETH to purchase 250.3 million WEN.
05:31
Svmuu News: According to Onchain Lens, 250.3 million WEN—worth approximately $2.3 million—were transferred to a wallet associated with Peter Saddington (@AgilePeter). After purchasing WEN early on, 13 wallets transferred their entire WEN holdings to this wallet associated with Peter. This wallet currently holds 25.03% of the total WEN supply on Robinhood Crypto. The entire cluster of addresses spent only about $3,268 worth of ETH to purchase 250.3 million WEN.
05:16
Svmuu News Coinbase Bitcoin The Premium Index has remained in negative premium territory for 55 consecutive days, from May 19 to the present, with the latest reading at -0.0072%.Previously, the index remained in negative premium territory for 40 consecutive days from January 16 to February 24 of this year, setting the longest streak of negative premiums since the indicator’s launch and surpassing the approximately 30-day streak recorded during the “1011 Crash.”
05:00
Svmuu News: On the 12th local time, commercial shipping traffic through the Strait of Hormuz dropped sharply after Iran announced it was closing the strait once again. According to commercial shipping tracking data cited by Iranian authorities, only 11 commercial vessels passed through the Strait of Hormuz in the past 24 hours, including 8 oil tankers and 3 cargo ships.
In the early hours of the 12th local time, the Islamic Revolutionary Guard Corps Navy issued a statement saying it had fired warning shots at a vessel in the Strait of Hormuz. The statement said that because the current unsafe situation was “caused by the illegal interference of foreign forces,” the Strait of Hormuz would be temporarily closed until further notice. No vessels will be permitted to pass through the strait until the United States ceases its intervention in the region. (CCTV News)
04:35
Svmuu reports that Polymarket's revenue this week has exceeded $11 million, setting a new record, with the protocol's cumulative revenue now surpassing $97 million.
04:35
Svmuu News: According to on-chain analyst Yu Jin, the hacker (0x18B...E66) who stole funds from a user at Coinbase spent 7.378 million DAI early this morning to purchase 4,049.7 ETH at a price of $1,822;The address (0xa13...628), which received ETH from Tornado Cash last November, previously transferred out 4,978 ETH and exchanged it for 16.294 million DAI at a price of $3,273. Two hours ago today, it spent 4.34 million DAI to repurchase 2,405 ETH at a price of $1,804.
04:34
Svmuu News: Bitfufu mined 125 BTC in June, of which 70 came from its own mining operations and 55 from cloud mining services; the average daily output was 4.2 BTC, down from 5.7 BTC in May. The company’s total managed power capacity fell from 346 MW last month to 273 MW. Bitfufu’s proprietary hash rate grew by 9.4% to 3.5 EH/s, as the company purchased and deployed 1,200 S21 XP miners in June and signed an agreement to purchase and deploy an additional 2,000 S21 XP miners in July. As of June 30, 2026, Bitfufu held 1,671 BTC, down from 1,855 BTC at the end of May. The company’s average miner efficiency in June was 17.9 J/TH, compared to 17.8 J/TH in May; as of the end of the period, hashrate from third-party suppliers and hosting clients accounted for 11.8 EH/s of its 15.3 EH/s managed hashrate. (Bitcoin.com News).

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